Collty Help

GETTING STARTED

Choose the right Collty workspace

Understand Client Office, Team Studio and Pro Workspace before you begin.

01

One identity, three working contexts

Your Collty account can move between workspaces without creating separate identities. Each workspace changes the tools and decisions that are emphasized, while your professional profile remains the trusted human layer underneath.

Choose the workspace that matches what you are doing now. You can switch later without duplicating your core profile.

C
Collty workspacesOne professional identity
Live
Client OfficeAssemble and guide project teams
Team StudioRun a delivery organization
Pro WorkspaceBuild your professional practice
The three workspaces share one professional identity while emphasizing different workflows.
02

Which workspace should I use?

WorkspaceUse it whenPrimary tools
Client OfficeYou are assembling or hiring teams for your own workAI team search, Teams Canvas, project oversight
Team StudioYou manage a delivery team, agency or partner operationTeam settings, staffing, margin and delivery
Pro WorkspaceYou work as a specialist and collaborate across projectsProfessional portfolio, tasks, Signals and achievements
03

Your first visit

  1. 1
    Open any workspace

    Collty checks whether your Professional Profile is ready.

  2. 2
    Complete the profile if prompted

    The profile window remains available until the minimum required information is saved.

  3. 3
    Use the Help control

    The cabinet guide adapts to whether you already have teams, projects and active delivery work.

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